Nasdaq - Delayed Quote USD

Morgan Stanley Global Permanence I (MGKIX)

13.24 -0.16 (-1.19%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.77%
5y Average Return 10.31%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Jun 13, 2024) 27.06%
Worst 1Y Total Return (Jun 13, 2024) --
Best 3Y Total Return 27.06%
Worst 3Y Total Return 5.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGKIX
Category
YTD
6.37%
9.95%
1-Month
3.69%
2.98%
3-Month
-2.44%
8.22%
1-Year
11.49%
40.81%
3-Year
3.93%
19.17%
5-Year
11.23%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
31.09%
21.12%
Last Bear Market
-17.04%
-20.34%

Annual Total Return (%) History

Year
MGKIX
Category
2024
--
--
2023
20.92%
--
2022
-19.88%
--
2021
19.73%
--
2020
27.06%
32.67%
2019
--
30.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.42% -- -- --
2023 13.80% 4.96% -7.52% 9.47%
2022 -8.89% -17.04% -5.11% 11.72%
2021 3.13% 9.47% -0.46% 6.54%
2020 -17.69% 26.97% 7.02% 13.59%
2019 -0.10% 2.80% -- --

Rank in Category (By Total Return)

YTD 66
1-Month 64
3-Month 89
1-Year 89
3-Year 35
5-Year 56

Load Adjusted Returns

1-Year 11.49%
3-Year 3.93%
5-Year 11.23%
10-Year --

Performance & Risk

YTD Return 6.77%
5y Average Return 10.31%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 4.19M
YTD Return 6.37%
Yield 0.13%
Morningstar Rating
Inception Date Apr 30, 2019

Fund Summary

Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index.

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